A message from our managing partner video

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Video transcript

Hello! I’m Penny Pennington - Managing Partner of Edward Jones.

At our firm, we have a simple but important purpose: to make a meaningful difference in the lives of our 7 million clients and their families.

Our goal is to help them achieve their most important goals.

One way we deliver on this is to help our clients have a better understanding of their finances and investing.

Our branch teams see first-hand the confidence that can come from a higher level of financial knowledge.

After all, the best way to achieve your goals is to understand how the decisions you make today will make your goals a reality in the future.

That’s why we’re making tools like this online financial fitness site available to you.

We recognize that many young people lack the financial information necessary to establish or strengthen their financial wellness – and we want to help.

We know from our research that when you understand the principles of finance and investing, you’re more likely to plan for the future and achieve higher levels of education, income and career satisfaction.

These tools were designed to be easy to use, interactive and build financial resiliency to help you be confident about your financial decisions no matter the market or environment.

We also created this site to meet you where you are.

So whether you use it at home or on the go, we hope you find this site engaging and impactful as you hone your knowledge and get more financially fit.

If there’s anything we can do for you, we have 19,000 financial advisors available in all 50 states and every province in Canada to help answer your financial questions.

Thank you for giving us the opportunity to serve you.

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